Fractional CFO Services

Partner with Velu and grow your organization confidently.

Fractional CFO shows a client financial information on a computer.

What is a Fractional CFO?

A fractional CFO is a cost-effective solution for nonprofits and small businesses that need access to professional finance and accounting services, but may not have the resources to hire a full-time CFO.

A Fractional CFO can:

  • Generate Financial Reports
  • Create Detailed Budgets and Forecasts
  • Analyze a Cost per Participant for Nonprofits
  • Work with a C-Suite to Review Expenditures
  • Plan for Tax Season
  • Provide Accurate ROI’s for Expenditures
  • Minimize Financial Risk and Liability

What Services does a Velu Fractional CFO Provide?

12 Month Forecasting

Month-End Close

i

Financial Statements

Grant Budgeting

Resource Planning

Payroll Management

KPI Tracking

Day-to-Day Support

Albert Varas CEO of the Latino Center of the Midlands

A Velu Success Story

“Tyler has been a fantastic financial leader for us during a tremendous growth stage for our non-profit. His help is invaluable in painting a clear picture of our finances & budgets so that we can continue to move the organization forward. It would have been difficult, if not impossible, to have tripled our budget in the past couple of years without Tyler’s guidance and expertise.”

Albert Varas, CEO 
Latino Center of the Midlands – Omaha, NE

All Plans Include

Remote Support

Emergencies happen! That’s why we provide daily support to ensure your financial needs are met at any time.

Fixed Pricing

Our fixed pricing allows you to budget your expenses effectively and know how much you’ll spend each month.

Secure File Sharing

Velu uses Karbon to protect your financial information and ensure its only accessible to authorized parties.

Cloud Based Software

Quickbooks, Divi, and Karbon are just a few software that we use to keep us and our clients on the same page.

Team Training

We instill the skills your staff needs to efficiently and effectively use our cloud-based software and services.

Certified Professionals

Our team of certified CPAs and are consistently staying up to date with certifications and industry knowledge.

Guided Implementation

We work hard to ensure a smooth transition to our accounting systems in order to maximize their benefits.

Automatic Billing

We offer automatic, monthly billing to provide a convenient, hassle-free way for you to manage your expenses.

Satisfaction Guarantee

Velu’s monthly services come with a 90-day money-back guarantee, no questions asked, for a risk-free trial.

Frequently Asked Questions

How does Velu determine the level of CFO services needed?

Velu uses an assessment process to determine the level of CFO services needed by a particular business. We consider factors such as the size and complexity of the business, current financial systems and processes, and the business’s goals and objectives. We then develop a customized plan tailored to the specific needs of the business.

Can do you work with a business’s existing accounting and financial teams?

Yes, we can work with a business’s existing accounting and financial teams. Velu is dedicated to providing support and guidance to businesses, so we understand the importance of collaboration and communication. We strive to integrate with the existing financial systems and work closely with the internal teams to ensure a smooth and efficient process.

How do you measure success and report progress to your clients?

At Velu, we work with our clients to set specific and measurable KPI’s that align with their goals. We report progress on these KPI’s regularly and make adjustments as needed to ensure we are on the right track. We are committed to our clients success and see it as an integral part of our own.

What is the cost of your fractional CFO services?

The cost of our fractional CFO services depends on the assessment of the client’s needs and their budget. Velu will work with the client to develop a customized plan that fits within their budget while meeting their needs. The cost can vary depending on the level of service required and the specific needs of the business.

How will we share documents and access to other important information?

We utilize Karbon, a project management software, as the hub for all important documents and information. It’s a secure, organized, and easy way for us to collaborate and eliminates the headache of balancing many software and drives. 

Do you provide services remotely or in-person?

We specialize in providing remote accounting services to our clients. Our team is equipped with the latest technology to ensure that we can provide the same level of service remotely as we would in person. Our headquarters is located in Omaha, Nebraska and we’re happy to schedule in-person meetings for clients located nearby.

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